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New Member
posted Jan 23, 2023 9:12:33 AM

My husband and I are filing jointly this year. I have dependents from a previous marriage and he claims his mother. Which one of us need to be the one to file?

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6 Replies
Level 15
Jan 23, 2023 9:16:05 AM

You file together on a joint return and put all of the information on one tax return.   

 

When you enter your own information in My Info, you have to answer the question "Were you married?"  If you click the button for Married, then a drop down will appear that asks, "Do you want to file this return together with your spouse?"  Then you choose yes to file a joint return.  You would then enter your spouse's information into Personal Info.  Whenever you are entering income information there should then be a spot for you and for your spouse's income information.

 

When you prepare a joint return you include all the information for both spouses on the SAME tax return.  Include all of your personal information, all of your income from every source, all dependents (if any), all credits and deductions for both of you.  You get ONE refund with both names on it.

Level 15
Jan 23, 2023 9:16:50 AM

And...

You posted your question from a version of online Live software.  If you are really using that “Live” software you can get help from your “expert.”

You are posting from TurboTax Live.  You can arrange for the Live help you are paying the extra fee for with your questions from 5 a.m. to 9 p.m. Pacific time.

https://ttlc.intuit.com/questions/4124827-how-do-i-connect-with-a-tax-expert-in-turbotax-live

Level 15
Jan 23, 2023 9:35:52 AM

One other thing......it does not matter which name is entered first on the tax return, but for the upcoming years, stay consistent and do not try to change the order of the names on future joint tax returns.

 

ORDER OF NAMES ON A JOINT RETURN  https://ttlc.intuit.com/questions/1901551-does-the-order-of-the-names-on-a-joint-return-matter

Level 15
Jan 23, 2023 9:39:44 AM

@xmasbaby0 

Your FAQ link is bad.

Level 15
Jan 23, 2023 9:44:13 AM

@Critter-3 Thanks.....but....RATS!!!   Now I get to search for an updated FAQ.....

Level 15
Jan 23, 2023 9:59:04 AM

typically it is the husband who is listed first.

This is the way it is all over the world.

If you don't like that you can put the other spouse first as taxpayer.

 

For some reason it is recommended to maintain the order going forward to future years.

 

@charityetris